Tips for Organizational Settings


Organizational Settings:

Purpose:

To provide an area where you enter your company information that is to be displayed on your reports.

Users:

Purpose:

To provide an area where you can invite a new user and manage your user logins.

Manage Users Tab

Here is where you edit the role of your new user.
Choices are: Admin (allowed in all areas of program) and standard (restricted or no access to some areas). There is no dashboard stats, reports, app settings, organizational settings, or user settings for the standard user. More user roles can be created in the Roles and Permissions area within settings.

Invites Tab

Here is where you send an invite to your company to the email of your new user. After they receive the invite, they will need to sign up for a login.